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Name Holding Trade Value Shares
Change
Change in
Stake
Ballentine Partners
1701
Ballentine Partners
Massachusetts
$784K -$710K -7,273 -49%
DW
1702
Domani Wealth
Pennsylvania
$783K -$90.9K -931 -11%
OPPTF
1703
OPSEU Pension Plan Trust Fund
Ontario, Canada
$780K +$25.3K +259 +4%
FPTW
1704
Franklin, Parlapiano, Turner & Welch
Texas
$774K – – –
Gotham Asset Management
1705
Gotham Asset Management
New York
$772K -$13.5M -138,056 -95%
CPA
1706
Clear Perspective Advisors
Illinois
$772K +$114K +1,171 +19%
Merit Financial Group
1707
Merit Financial Group
Georgia
$771K +$97K +993 +16%
LCM
1708
LCM Capital Management
Illinois
$769K -$21.3K -218 -3%
ESBC
1709
E.S. Barr & Co
Kentucky
$769K +$43.5K +445 +6%
SMF
1710
Sterling Manor Financial
New York
$767K +$16.5K +169 +2%
WPA
1711
Winning Points Advisors
Florida
$766K -$21.8K -223 -3%
GSWM
1712
Golden State Wealth Management
California
$763K -$46.2K -473 -6%
EWM
1713
Endurance Wealth Management
Rhode Island
$763K -$14.1K -144 -2%
SIA
1714
Strategic Investment Advisors
Michigan
$763K +$56.9K +583 +9%
Robertson Stephens Wealth Management
1715
Robertson Stephens Wealth Management
California
$762K +$193K +1,978 +37%
BW
1716
Bison Wealth
Georgia
$761K -$23.4K -240 -3%
SAM
1717
Seelaus Asset Management
New Jersey
$758K – – –
TD Ameritrade Investment Management
1718
TD Ameritrade Investment Management
Nebraska
$757K – – –
SWA
1719
SFMG Wealth Advisors
Texas
$754K -$175K -1,793 -20%
Jupiter Asset Management
1720
Jupiter Asset Management
United Kingdom
$754K -$121K -1,241 -15%
DE
1721
Day & Ennis
Georgia
$754K +$1.07K +11 +0.2%
FANJ
1722
Financial Architects (New Jersey)
New Jersey
$754K +$75.6K +774 +12%
KPW
1723
Kore Private Wealth
New York
$749K -$17.4K -178 -2%
Members Trust
1724
Members Trust
Florida
$748K -$1.95K -20 -0.3%
VCM
1725
Vision Capital Management
Oregon
$747K -$9.77K -100 -1%